Custom Integrations & Workflows

CRM Automation, Integration & Custom Workflows

Do your customers provide an email address when they purchase something, but you manage your email marketing in another program?

CRM integration is the process of connecting a CRM System with other systems and software your business uses.

When connected and integrated with other applications and software, your CRM System becomes the ultimate tool, and an asset for your sales reps.

0 %
of B2C marketers leverage automation as part of their email marketing strategy
0 %
of executives expect their automation investments to increase their workforce capacity over the next three years
0 %
of productivity is lost to task-switching

Custom Integrations & Workflows

One of the most valuable resources your company can have is still your customer data.
In order to provide personalised attention to your customers, and to better strategise your marketing efforts, it is crucial to understand current and prospective clients better.

It can be fairly tricky to collect, sort, analyse and manage all the relevant data. This is why centralisation of databases, other systems and sources of information is best done with an integrated Customer Relationship Management (CRM) System.

Combining strategies and technologies to best manage interactions with clients and customers is Customer Relationship Management in practice.

Data from all contact points is collected and analysed throughout the customer life cycle, and includes everything from the first contact with the prospective customer, through to after-sales interactions, like mail subscriptions and retention efforts.

Information like customer details, account information, previous sales data, and more, are compiled, stored and analysed so that customer relationships can be managed more efficiently.

You can connect your customer data and contact management with your lead scoring process and your sales pipeline, whether you’re a big or small business. With this connection in place, a business’s customer data can quickly and easily be integrated with third-party tools and systems.

Using customised CRM software systems & tools, it is possible to improve the sales process, while saving time, and improving customer service.

CRM Email Marketing

With over 3.9 billion active users around the world, email marketing is still one of the most popular forms of marketing today and is a must-have for every marketing campaign.

Email provides countless ways to reach your customers and provide information and added value.

Integrating your email marketing software with Customer Relationship Management (CRM) Software is one of the best ways to make sure you’re sending the right content to the right people at the right times.

When you need to personalise your content to suit your audience, a connected and integrated CRM solution is a supremely useful and powerful tool to get better email marketing results.

Rather than marketing to a large and generic audience, CRM Email Marketing focuses communications on the recipient of the email, to help engage customers more actively and drive higher profits. The most targeted email marketing campaigns are made possible by the information and data provided by the CRM system.

Create targeted & personalised campaigns, and organise & optimise your relationships with new and existing customers, with the help of Customer Relationship Management (CRM) Tools.

Organise your contacts, automate campaigns, and store customer data by using Email Marketing and CRM Platforms together.

Having a centralised hub for customer data, sending personalised communication, and the ability to accurately track customer engagement are some benefits of using CRM-enabled email marketing software.

Workflows & Automation

Two areas within a business where a focus on automation leads to conserved resources and time, are communication and record keeping.

Integrating your email inbox with your CRM allows you to share all relevant information between your clients’ entries in the CRM and your email.

An example of effectively doing both is using a well-integrated CRM system that can connect incoming customer support requests with automated responses to the client, and also automated internal alerts to relevant support parties and stakeholders within the business.

While automation is important to efficiency, you shouldn’t overlook the need for integration of systems and consolidation of data into one integrated CRM solution.

Not having to manually keep track of all these records means not having to hire someone to do this work and manage it, freeing up resources and improving efficiency.

Also, as employees don’t need to log in to multiple tools and systems, or go between them to access required information, monitoring and analysing customer data can be done quickly, easily and at scale.

This open, organised, and accessible data helps to promote clear communication and transparency while easing the employee’s workload.

To streamline your business processes and connect the various systems, software and tools your company uses, you need CRM integration.

Retain Clients

Our CRM Integration Solutions

Let Conrad-Media connect your CRM to all the relevant business tools.

Set up time-saving automations and take your business to the next level.

We build custom automation and integrations solutions for you.

We Offer

Basic Application Integrations

starting from
£ 529
per integration
  • Basic app integration setup
  • Implemented with Zapier or Make
  • Multiple supported apps
  • Individual 'connections' charged separately

Custom Systems Integrations

starting from
£ 880
per integration
  • Custom coded system integrations
  • Using APIs & Custom Web Hooks
  • Solution includes Workflow & BA

We Work With

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